DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 376 filers reported holding DIMENSIONAL ETF TRUST in Q3 2023. The put-call ratio across all filers is - and the average weighting 1.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,639,490 | +5.8% | 62,792 | +10.7% | 0.02% | +9.5% |
| Q2 2023 | $1,549,844 | +10.3% | 56,729 | +8.8% | 0.02% | 0.0% |
| Q1 2023 | $1,405,196 | +22.2% | 52,141 | +13.6% | 0.02% | +16.7% |
| Q4 2022 | $1,149,529 | +30.5% | 45,908 | +12.4% | 0.02% | +20.0% |
| Q3 2022 | $881,000 | -7.7% | 40,852 | +3.4% | 0.02% | -16.7% |
| Q2 2022 | $954,000 | +6.1% | 39,516 | +23.7% | 0.02% | +20.0% |
| Q1 2022 | $899,000 | – | 31,952 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Moisand Fitzgerald Tamayo, LLC | 1,693,816 | $50,086,000 | 14.10% |
| Crown Wealth Group, LLC | 357,190 | $10,562,000 | 9.80% |
| Northland Capital Management LLC | 381,636 | $11,285,000 | 9.62% |
| Spinnaker Investment Group, LLC | 810,479 | $23,823,000 | 8.36% |
| Midwest Heritage Bank, FSB | 284,215 | $8,404,000 | 8.16% |
| Relaxing Retirement Coach | 476,719 | $14,098,000 | 8.11% |
| COWA, LLC | 376,030 | $11,146,000 | 5.61% |
| Waypoint Wealth Partners Inc. | 432,300 | $12,783,000 | 4.38% |
| Aquire Wealth Advisors, LLC | 247,536 | $7,320,000 | 3.83% |
| OKABENA INVESTMENT SERVICES INC | 339,240 | $10,031,000 | 3.81% |